The Rollup

One of the biggest things we are leaning into is the design choices behind the certain builders decisions. We really want to understand why projects are choosing execution environments in specific modular architectures.

In today’s video we sit down with Cartesi’s co-founder Felipe to gather insights for builders. We take a dive into the differences between app specific rollups and general purpose chains and how choosing a modular stack composition based on the usecase.

Felipe sheds light on the “cone of innovation,” a model created by Cartesi which illustrates the dynamic interplay between computational capacity and data availability. By emphasizing the importance of tailored execution environments, Felipe highlights the need for careful consideration of various factors such as computational intensity, developer resources, and privacy concerns.

The optionality of execution environments and the strategic decisions behind them play a pivotal role in shaping the future of modular blockchain applications.

One of the core reasons were here is to give builders a choice.

As you may know, this year in the modular space has been characterized by the rise of modular DA solutions bringing in extremely low costs to txs on rollups.

We call this “the modular big bang” where the beginning of the modular expansion begins.

Today, we’re diving into the next modular DA solution to launch: Avail.

Stemming from Polygon roots, this team is set to launch their mainnet very, very soon. While DA is the first objective on their roadmap, Avail understands the second and third order consequences of the modular expansion: Fragmentation of liquidity, users, and chains.

So, they have set out to unify the modular space and push for a more connected and less fragmented future.

This is where Avail Nexus comes into play, offering a coordination layer that binds independent rollups through proof aggregation and ordering guarantees supported by the security backbone of Avail Fusion.

In essence, Avail’s trio of offerings—Avail DA, Avail Nexus, and Avail Fusion—are about laying down a solid, interoperable foundation for the upcoming modular expansion.

Learn more about it in today’s Modular March presentation.

In today’s Modular March presentation, we’re diving into a topic brought to light by Ethereum foundation researcher, Justin Drake.

Interoperability has long been a stumbling block in the path to a unified DeFi space. Traditional bridges and their limitations, the high costs associated with proof aggregation, and the challenges of achieving true atomic composability have fragmented the landscape.

Yet, amidst these challenges, Ethereum has been pushing towards a world of shared sequencing.

In this presentation, we discuss Nodekit’s unique consensus mechanism that ensures quick finality and minimal reorganizations, which is essential for the reliability of atomic operations across chains.

As we explore the future of blockchain interoperability and the role of shared sequencing and hyperstructures, it’s clear that projects like NodeKit are pivotal.

Lets learn about shared sequencing together.

Welcome to the first episode of the series of Modular March Presentations.

Today, we delve into the zk side of things with Karel, founder of Union Build, a project focused squarely on bringing together modular chains as part of the modular expansion.

At its core, Union leverages the principles of modularity and zero-knowledge proofs (ZKPs) to enhance the way different blockchain networks communicate and interact with each other.

Union’s initiative is distinguished by its adoption of the Inter-Blockchain Communication (IBC) protocol, a decision that underscores its commitment to a secure, scalable, and decentralized cross-chain communication framework.

As Union pushes forward, its work towards a future where chains can send and verify proofs of transactions to each other using ZKPs stands out as a promising development. This “proof of proof” concept aims to significantly reduce the resources needed for interoperability, enabling a much larger scale of interconnected chains and applications.

Such advancements are vital in moving towards a modular, scalable, and inclusive future, powered by advanced cryptographic techniques and a steadfast commitment to open, decentralized principles.

With partnerships lined up with Scroll to bring IBC to EVM, we think Union will play a role in bringing together the modular eco.

Learn about Zircuit zkEVM L2

Listen to our latestDeFi by Design Podcast⬇️

Discover Union Build a hyper-efficient zero-knowledge infrastructure layer that revolutionizes message passing, asset transfers, NFTs, and DeFi. Learn more here!

The First NFL game is available to trade on Overtime – Sports market AMM built on Thalesmarket – $THALES. Try it 👉🏽 HERE!

Premia Finance is a decentralized options protocol that revolutionizes market-driven pricing and provides capital-efficient returns for all. Head over to Premia Finance today and start taking advantage of the future of decentralized finance! HERE.

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High Rollers:

In today’s podcast, we’re taking a closer look at Zircuit's zkEVM, an innovative L2 focused on going to market in 2024.

Zircuit’s leverages zero-knowledge proofs (ZKPs), a groundbreaking approach that ensures transaction validity without compromising privacy.

This feature not only enhances the security of transactions by keeping details shielded but also plays a crucial role in scalability.

A key focus for Zircuit is the developer experience. The platform provides comprehensive tools and resources designed to simplify the development and deployment of smart contracts and applications. It ensures that developers can easily migrate existing projects or start new ones on Zircuit's platform with minimal friction.

We are quite bullish on the state of L2s in the coming year or two. We are extremely bullish on rollups utilizing zk tech in the coming year or two.

Let's dive deeper into how Zircuit's zkEVM with founder Jan Gorzny.

Cheers,

The Rollup

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DeFi by Design EP129: Everything You Need to Know About Zircuit zkEVM

🙌 Together with:

Composable leverage protocol. Open a Credit Account & get 15%+ with DeFi-native leverage; or earn passive lending APY with no stress 👉 Here

Mint validator specific liquid staked MATIC, GRT or LPT, directly from your wallet 👉🏽 Here

Tenderize protocol mints liquid staked tokens (LSTs) that earn native staking rewards and can be used in Defi apps

The Rollup Report 📰📊📈

* 🎙 DeFi By Design EP110: Onboarding The Next 10,000,000 Users w/Luca Netz

* 📚 Zk Academy #1: Exploring Lagrange’s Recproofs and their Impact on DeFi

* 🎙DeFi by Design Episode 💯: The Ultimate Cross-Chain API w Philipp Zentner CEO of Li.Fi

Next Generation Stableswap – MantisSwap is a decentralized AMM developed by Mantissa Finance for trading pegged assets efficiently and securely on Polygon. Check it out Here!

⚠️ DISCLAIMER:Investing in cryptocurrency and DeFi platforms comes with inherent risks including technical risk, human error, platform failure and more. At certain points throughout this post, we might get a commission for promoting certain projects, if this is the case we will always make sure it is clear. We are strictly an educational content platform, nothing we offer is financial advice. We are not professionals or licensed advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit autodiscover.newsletter.therollup.co

Perpetual Contracts Unveiled: A Chill Dive into Cross-Chain Perps, Blast L2, And Deep Onchain Liquidity

Listen to our latestDeFi by Design Podcast⬇️

Discover Union Build a hyper-efficient zero-knowledge infrastructure layer that revolutionizes message passing, asset transfers, NFTs, and DeFi. Learn more here!

The First NFL game is available to trade on Overtime – Sports market AMM built on Thalesmarket – $THALES. Try it 👉🏽 HERE!

Premia Finance is a decentralized options protocol that revolutionizes market-driven pricing and provides capital-efficient returns for all. Head over to Premia Finance today and start taking advantage of the future of decentralized finance! HERE.

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High Rollers:

This was a really fun episode. Alwin is a good character and has some very interesting takes.

We talked about Blast a fair bit, as we are particularly interested in the total degen culture going on over at Blast. Truly a chain with a culture, sort of reminds us of the Cosmos early days but less rebellious, more degen.

We discussed the Vertex go-to-market strategy on Blast by starting 'Blitz' rather than sticking to the name Vertex, as well as Vertex edge.

Throughout the pod, we went on to talk about on the incentives that attract market makers and retail users to Vertex, leading to tighter quotes and increased trading volume.

"Thick and deep" liquidity.

Finally, we also explore Vertex's technical capability, rapid listing of new assets, and cross-chain settlement of trades, enhancing the platform's functionality and user experience for the cross-chain future.

Great vibes all around, hope you enjoy!

Cheers,

The Rollup

Download on Spotify

Download on iTunes

Watch on YouTube

DeFi by Design EP128: Cross-Chain Perps, Blast L2, And Deep Onchain Liquidity

🙌 Together with:

Composable leverage protocol. Open a Credit Account & get 15%+ with DeFi-native leverage; or earn passive lending APY with no stress 👉 Here

Mint validator specific liquid staked MATIC, GRT or LPT, directly from your wallet 👉🏽 Here

Tenderize protocol mints liquid staked tokens (LSTs) that earn native staking rewards and can be used in Defi apps

The Rollup Report 📰📊📈

* 🎙 DeFi By Design EP110: Onboarding The Next 10,000,000 Users w/Luca Netz

* 📚 Zk Academy #1: Exploring Lagrange’s Recproofs and their Impact on DeFi

* 🎙DeFi by Design Episode 💯: The Ultimate Cross-Chain API w Philipp Zentner CEO of Li.Fi

Next Generation Stableswap – MantisSwap is a decentralized AMM developed by Mantissa Finance for trading pegged assets efficiently and securely on Polygon. Check it out Here!

⚠️ DISCLAIMER:Investing in cryptocurrency and DeFi platforms comes with inherent risks including technical risk, human error, platform failure and more. At certain points throughout this post, we might get a commission for promoting certain projects, if this is the case we will always make sure it is clear. We are strictly an educational content platform, nothing we offer is financial advice. We are not professionals or licensed advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit autodiscover.newsletter.therollup.co

Insights from Leading Crypto Accelerator on Building Sustainable Crypto Ecosystems and Navigating Market Dynamics

Listen to our latestDeFi by Design Podcast⬇️

Discover Union Build a hyper-efficient zero-knowledge infrastructure layer that revolutionizes message passing, asset transfers, NFTs, and DeFi. Learn more here!

The First NFL game is available to trade on Overtime – Sports market AMM built on Thalesmarket – $THALES. Try it 👉🏽 HERE!

Premia Finance is a decentralized options protocol that revolutionizes market-driven pricing and provides capital-efficient returns for all. Head over to Premia Finance today and start taking advantage of the future of decentralized finance! HERE.

Spotify|YouTube|iTunes

High Rollers:

If you have been here since day 1, you know we did a podcast with Qiao Wang in 2020 shortly after DeFi summer.

What a time to be alive.

In todays podcast, we cover a variety of topics, including cross-border payments using stablecoins, the differences between Ethereum and Solana, the significance of L2s, Solana's upcoming upgrade Firedancer, his take on modular vs. monolithic, the state of private markets, the infra vs. dApp investing thesis, and Qiao's thoughts on the 4-year cycle.

This was a really good refresher from a DeFi OG and someone who we really respect and look up to in the space.

Enjoy!

Cheers,

The Rollup

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DeFi By Design EP127: The State of Crypto Investing in 2024

🙌 Together with:

Composable leverage protocol. Open a Credit Account & get 15%+ with DeFi-native leverage; or earn passive lending APY with no stress 👉 Here

Mint validator specific liquid staked MATIC, GRT or LPT, directly from your wallet 👉🏽 Here

Tenderize protocol mints liquid staked tokens (LSTs) that earn native staking rewards and can be used in Defi apps

The Rollup Report 📰📊📈

* 🎙 DeFi By Design EP110: Onboarding The Next 10,000,000 Users w/Luca Netz

* 📚 Zk Academy #1: Exploring Lagrange’s Recproofs and their Impact on DeFi

* 🎙DeFi by Design Episode 💯: The Ultimate Cross-Chain API w Philipp Zentner CEO of Li.Fi

Next Generation Stableswap – MantisSwap is a decentralized AMM developed by Mantissa Finance for trading pegged assets efficiently and securely on Polygon. Check it out Here!

⚠️ DISCLAIMER:Investing in cryptocurrency and DeFi platforms comes with inherent risks including technical risk, human error, platform failure and more. At certain points throughout this post, we might get a commission for promoting certain projects, if this is the case we will always make sure it is clear. We are strictly an educational content platform, nothing we offer is financial advice. We are not professionals or licensed advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit autodiscover.newsletter.therollup.co

A Deep Dive into Liquid Staking & Restaking in Cosmos

Listen to our latestDeFi by Design Podcast⬇️

Discover Union Build a hyper-efficient zero-knowledge infrastructure layer that revolutionizes message passing, asset transfers, NFTs, and DeFi. Learn more here!

The First NFL game is available to trade on Overtime – Sports market AMM built on Thalesmarket – $THALES. Try it 👉🏽 HERE!

Premia Finance is a decentralized options protocol that revolutionizes market-driven pricing and provides capital-efficient returns for all. Head over to Premia Finance today and start taking advantage of the future of decentralized finance! HERE.

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High Rollers:

Restaking has grown significantly in the EVM land mindshare, yet people don't realize Cosmos has had restaking for a very long time.

Liquid staking has also grown significantly in Cosmos thanks to help of several key players.

Today, we'll explore the solutions Persistence One has to offer, and their recent launch of stkDYDX (liquid staked DYDX).

The app chain philosophy of Cosmos allows for customization at the chain level, catering to specific needs and offering flexibility in validator selection.

In this episode, we discussed the convergence of Cosmos and Ethereum, emphasizing Cosmos' pioneering concepts like IBC and chain abstraction. We also talked about the challenges faced by Cosmos in building network effects and ecosystems across its multiple chains were candidly addressed, providing a balanced perspective on the platform's growth.

Moving on to Persistence, we touched on Persistence's focus on building an ecosystem for liquid staking tokens and its introduction of liquid staking in Cosmos, showcasing their commitment to innovation within the Cosmos network since day 1.

We then delved into the differences in staking behavior between Cosmos and Ethereum as well as the challenges and trade-offs in the Cosmos ecosystem.

Enjoy!

Cheers,

The Rollup.

Download on Spotify

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DeFi By Design EP126: Restaking and Liquid Staking in the Cosmos Ecosystem Unpacked

🙌 Together with:

Composable leverage protocol. Open a Credit Account & get 15%+ with DeFi-native leverage; or earn passive lending APY with no stress 👉 Here

Mint validator specific liquid staked MATIC, GRT or LPT, directly from your wallet 👉🏽 Here

Tenderize protocol mints liquid staked tokens (LSTs) that earn native staking rewards and can be used in Defi apps

The Rollup Report 📰📊📈

* 🎙 DeFi By Design EP110: Onboarding The Next 10,000,000 Users w/Luca Netz

* 📚 Zk Academy #1: Exploring Lagrange’s Recproofs and their Impact on DeFi

* 🎙DeFi by Design Episode 💯: The Ultimate Cross-Chain API w Philipp Zentner CEO of Li.Fi

Next Generation Stableswap – MantisSwap is a decentralized AMM developed by Mantissa Finance for trading pegged assets efficiently and securely on Polygon. Check it out Here!

⚠️ DISCLAIMER:Investing in cryptocurrency and DeFi platforms comes with inherent risks including technical risk, human error, platform failure and more. At certain points throughout this post, we might get a commission for promoting certain projects, if this is the case we will always make sure it is clear. We are strictly an educational content platform, nothing we offer is financial advice. We are not professionals or licensed advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit autodiscover.newsletter.therollup.co

A Deep Dive Into Onchain MEV

Listen to our latestDeFi by Design Podcast⬇️

Discover Union Build a hyper-efficient zero-knowledge infrastructure layer that revolutionizes message passing, asset transfers, NFTs, and DeFi. Learn more here!

The First NFL game is available to trade on Overtime – Sports market AMM built on Thalesmarket – $THALES. Try it 👉🏽 HERE!

Premia Finance is a decentralized options protocol that revolutionizes market-driven pricing and provides capital-efficient returns for all. Head over to Premia Finance today and start taking advantage of the future of decentralized finance! HERE.

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High Rollers:

There is > $100M of value being extracted every single year from lending markets by MEV.

This value is shared with Ethereum validators, yet makes a small difference in the staking yield...

In today’s pod, we'll explore how UMA is planning to recapture this value and distribute it to a different set of users.

We discuss how integrating MEV modules, particularly Oval, into different protocols can recapture tons of value. Oval focuses solely on MEV capture, running auctions that allow users to bid to back run lending market Oracle updates and redirect a significant portion of the MEV back to the protocol and Chainlink itself.

UMA's involvement takes center stage as we highlight its role in facilitating the integration of Oval into existing protocols, such as Aave, in a phased and conservative manner.

We also touch upon revenue distribution models and tokenholder incentives, emphasizing the potential benefits for the loyal holders of UMA, Aave, Compound, and Chainlink.

Finally, towards the end we talk about intents in the cross-chain landscape and where Hart sees this going in the future.

Enjoy!

Cheers,

The Rollup

Download on Spotify

Download on iTunes

Watch on YouTube

DeFi by Design EP125: Onchain MEV in DeFi Lending Markets Explained

🙌 Together with:

Composable leverage protocol. Open a Credit Account & get 15%+ with DeFi-native leverage; or earn passive lending APY with no stress 👉 Here

Mint validator specific liquid staked MATIC, GRT or LPT, directly from your wallet 👉🏽 Here

Tenderize protocol mints liquid staked tokens (LSTs) that earn native staking rewards and can be used in Defi apps

The Rollup Report 📰📊📈

* 🎙 DeFi By Design EP110: Onboarding The Next 10,000,000 Users w/Luca Netz

* 📚 Zk Academy #1: Exploring Lagrange’s Recproofs and their Impact on DeFi

* 🎙DeFi by Design Episode 💯: The Ultimate Cross-Chain API w Philipp Zentner CEO of Li.Fi

Next Generation Stableswap – MantisSwap is a decentralized AMM developed by Mantissa Finance for trading pegged assets efficiently and securely on Polygon. Check it out Here!

⚠️ DISCLAIMER:Investing in cryptocurrency and DeFi platforms comes with inherent risks including technical risk, human error, platform failure and more. At certain points throughout this post, we might get a commission for promoting certain projects, if this is the case we will always make sure it is clear. We are strictly an educational content platform, nothing we offer is financial advice. We are not professionals or licensed advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit autodiscover.newsletter.therollup.co

Fluent: Pioneering the Next Wave of Modular Blockchains

Listen to our latestDeFi by Design Podcast⬇️

Discover Union Build a hyper-efficient zero-knowledge infrastructure layer that revolutionizes message passing, asset transfers, NFTs, and DeFi. Learn more here!

The First NFL game is available to trade on Overtime – Sports market AMM built on Thalesmarket – $THALES. Try it 👉🏽 HERE!

Premia Finance is a decentralized options protocol that revolutionizes market-driven pricing and provides capital-efficient returns for all. Head over to Premia Finance today and start taking advantage of the future of decentralized finance! HERE.

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High Rollers:

The future is Modular.

With the rise of specialized solutions in the blockchain development landscape, we will see more onboarding of devs and better UX for users.

In today's podcast we talk with Dino, co-founder of Fluent, a company that is spearheading the development of a zkWasm L2.

One of the key aspects of Fluent's platform is its support for two distinct categories of applications: shared apps and sovereign apps. This versatility is made possible through their FluentBase framework, which empowers developers to build standalone custom state machines and applications, allowing for a ton of epic use cases onchain.

Furthermore, Fluent's vision extends beyond its own chain, as the team aims to seamlessly facilitate the deployment of innovative sovereign apps 'under the Fluent umbrella' so to speak.

In addition to their technical prowess, Fluent is dedicated to inspiring developers to engage with their platform by providing incentives and aligning with market needs. Their emphasis on value accrual and the belief that providing valuable functions is NOT a race to the bottom as some have been saying in the modular stack.

With a focus on modularity and a public testnet recently announced, Fluent is poised to play a strong role in the modular thesis.

Enjoy!

Cheers,

The Rollup

Download on Spotify

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Watch on YouTube

DeFi by Design EP 124: Where Fluent Fits in the Modular Thesis

🙌 Together with:

Composable leverage protocol. Open a Credit Account & get 15%+ with DeFi-native leverage; or earn passive lending APY with no stress 👉 Here

Mint validator specific liquid staked MATIC, GRT or LPT, directly from your wallet 👉🏽 Here

Tenderize protocol mints liquid staked tokens (LSTs) that earn native staking rewards and can be used in Defi apps

The Rollup Report 📰📊📈

* 🎙 DeFi By Design EP110: Onboarding The Next 10,000,000 Users w/Luca Netz

* 📚 Zk Academy #1: Exploring Lagrange’s Recproofs and their Impact on DeFi

* 🎙DeFi by Design Episode 💯: The Ultimate Cross-Chain API w Philipp Zentner CEO of Li.Fi

Next Generation Stableswap – MantisSwap is a decentralized AMM developed by Mantissa Finance for trading pegged assets efficiently and securely on Polygon. Check it out Here!

⚠️ DISCLAIMER:Investing in cryptocurrency and DeFi platforms comes with inherent risks including technical risk, human error, platform failure and more. At certain points throughout this post, we might get a commission for promoting certain projects, if this is the case we will always make sure it is clear. We are strictly an educational content platform, nothing we offer is financial advice. We are not professionals or licensed advisors.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit autodiscover.newsletter.therollup.co